A hub for independent voices and hard truths
by MonetaryCommentary When credit spreads surge and GDP contracts, the common interpretation is causality, though what’s more revealing is how the credit market prices risk before the economy acknowledges it. In pre-GFC regimes, the widening of corporate bond spreads was tightly coupled with funding cost pressures and a hard pullback …
The Conference Board Leading Economic Index (LEI) for the US declined by 0.7% in March 2025 to 100.5, after a decline of 0.2% in February. 👇🏼 pic.twitter.com/QaFvkXJliE — Kalani o Māui (@MauiBoyMacro) April 21, 2025 Americans considering filing for bankruptcy hits highest level since pandemic… Bankruptcy filings are on the …
JUST IN – World Economic Forum founder and chairman Klaus Schwab resigns with immediate effect — NZZ pic.twitter.com/hLA64DFxUe — Disclose.tv (@disclosetv) April 21, 2025 Klaus Schwab, Chairman of the Board of Trustees of the World Economic Forum, has resigned on Monday. And he’s 88 too ! That’s a lot of …
TRUMP AND XI ARE PLAYING A GLOBAL GAME OF ECONOMIC JENGA… AND IT’S GETTING WOBBLY This isn’t just a trade war anymore. It’s economic Jenga, and both sides are pulling the same crucial piece: global supply chains. Spoiler alert — the tower’s wobbling. Trump hit China with 145% tariffs. That’s …
China has spent 7 yrs making “bad economic choices” to prepare itself for decoupling it has anticipated since 2018. It has diversified trade partners byu/RobertBartus inEconomyCharts China 🇨🇳 may be the world’s biggest exporter, but its economy isn’t nearly as export-dependent as most people think. In 2024, exports made up …
Bessent: We have a process in place. We are working on the big 15 economies. First, we had a fantastic meeting with Japan yesterday. I believe there have been calls with the EU.. and I believe India is also talking — that is moving very quickly. pic.twitter.com/ZudcssnRcR — Acyn (@Acyn) …
U.S. Economic Policy Uncertainty Index soars to highest level in history 🚨 Congrats everyone, we did it 🥳🍾🫡 pic.twitter.com/ej3UmjGk1q — Barchart (@Barchart) April 16, 2025
CHINA’S 2025 GLOW-UP? CANCELLED. UBS SLASHES GROWTH FORECAST AS TARIFFS BITE UBS—the fancy Swiss bank that stares at charts for a living—just said “nah” to China’s 2025 economy. They downgraded the growth forecast from 4% to a gloomy 3.4%. Why? Because the U.S. slapped on those spicy new tariffs, and …
This chart shows a University of Michigan survey asking people how much bad news they’ve been hearing about government economic policy. Currently, it’s at an all-time high, indicating a lot of negative coverage from media outlets.
BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge. Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022. Conditions have tightened rapidly as stocks have pulled back, while… pic.twitter.com/d53KqrwU4D — The Kobeissi Letter (@KobeissiLetter) …
by MonetaryCommentary It’s extremely rare for #stocks and #bonds to both slump at the same time. On a quarterly basis, you’ve only seen about nine such episodes since 1990; and on an annual basis, it’s happened only twice (1931 and 1969, with a near‑miss in 2018). Well, this episode is happening …
by Michael Well, isn’t this fun? News that President Trump had decided to pause some of the tariffs that he recently unveiled for 90 days sent stock prices soaring. The Dow Jones Industrial Average was up more than 2,900 points on Wednesday, and that is very good news. But not …
by Michael The Chinese have no intention of giving in to President Trump and are vowing to “fight to the end”. So that means that an economic war between the number one economy on the entire planet and the number two economy on the entire planet is officially on. Yesterday, …
🇮🇩🇺🇸 INDONESIA DEPLOYS TOP ECONOMIC TEAM TO WASHINGTON FOR TRADE TALKS Indonesia is sending Finance Minister Sri Mulyani Indrawati and top officials to the U.S. for critical trade negotiations following Trump’s sweeping tariffs. The delegation, led by Coordinating Economic… https://t.co/50IYVLB8o6 pic.twitter.com/cS8IXkEnzt — Mario Nawfal (@MarioNawfal) April 8, 2025 Only 187 …
🚨 BREAKING: Economic Council Director Kevin Hassett says over 50 COUNTRIES have begun negotiating tariffs. “More than 50 countries have reached out to the president to begin a negotiations.” "They understand that they bear a lot of the tariff." pic.twitter.com/2k2RI1sXRA — Eric Daugherty (@EricLDaugh) April 6, 2025
The selloff we’re seeing in the markets these past few days? It’s not Trump’s doing, it’s the negotiators at work. The attempt to manipulate sentiment and create market panic is palpable. Investors are being played by those behind the scenes who are using the market to force political pressure, all …
“TARIFF ECONOMIC ARMAGEDDON CRUSHING TECH: WEDBUSH 🔸 iPhones may rise from $1,000 to $3,500, slowing AI progress. 🔸 U.S. consumers will face higher tech prices. 🔸 Tariffs may cut tech earnings 15%, disrupt supply chains, and cause recession or stagflation. 🔸 Tech stocks face worst crisis in 25 years due …
🇺🇸 FED CHAIRMAN JEROME POWELL JUST SAID – ECONOMIC IMPACT OF TARIFFS LIKELY LARGER THAN EXPECTED, MUST ENSURE PRICE HIKES DON’T LEAD TO ONGOING INFLATION – TARIFFS LIKELY TO RAISE INFLATION IN COMING QUARTERS. POSSIBLE TARIFFS COULD HAVE PERSISTENT INFLATION IMPACT — Evan (@StockMKTNewz) April 4, 2025 SUMMARY OF FED …
Trump’s tariff strategy was brilliant—and frankly, it was his only option. Let’s be clear here: he didn’t have a choice. The alternatives, like cutting entitlements or raising taxes, would have been political suicide. The American people, tired of being hit with higher taxes, would have never stood for it. So …
"The U.S. economy may look rosy on the surface, but under the hood, it’s supported by just three pillars, writes Bleakley Financial Group’s Peter Boockvar: spending by the rich, spending by the government, and anything to do with artificial intelligence." Do you agree? — unusual_whales (@unusual_whales) April 2, 2025 The …
via notayesmanseconomics Finally we have arrived at Liberation Day when we will find out in full what US President Donald Trump plans on the tariff front. The Financial Times is presenting it in relatively apocalyptic terms. Investors are on edge ahead of Donald Trump’s plan to hit imports to the …
Turkey’s government denounced opposition calls for a mass commercial boycott following the arrest of Istanbul Mayor Ekrem Imamoglu that sparked nationwide protests, describing them on Wednesday as an economic “sabotage attempt”. After the mayor was detained two weeks ago, the main opposition Republican People’s Party (CHP) had called for a …
via Peter Schiff: During the months leading up to the 2008 GFC, the government and mainstream financial media remained clueless about what was obviously coming. They are making the same mistake again. Tariffs mean fewer goods will come into the country, and fewer dollars will go out. More money chasing …
Gold rising isn't due to pleasantries and formalities; it's a warning of an imminent major financial event. pic.twitter.com/7FSUm3fXlo — The Great Martis (@great_martis) March 29, 2025
It’s hard to ignore the mounting pressure as bond yields rise. Nations already drowning in debt face the harsh reality of even higher borrowing costs, pushing them closer to the brink. This isn’t a minor shift; it signals a major financial storm that looms on the horizon. Just look at …
by Michael Is the U.S. economy headed for a recession? Nobody can deny that consumer confidence is plummeting, home sales are way down, mass layoffs are being conducted all over the nation, thousands of stores are closing, and a global trade war has erupted. Meanwhile, the Atlanta Fed’s GDPNow model is currently …
BOSTIC: FAMILIES AND FIRMS ARE TELLING THE FED THEY DON'T REALLY KNOW WHERE THE ECONOMY IS HEADING PROJECTION OF INFLATION FOR THIS YEAR IS NOW PRETTY MUCH SIDEWAYS; NO RETURN TO TARGET UNTIL 2027 NO JUST SEE ONE CUT THIS YEAR, EXPECTING INFLATION TO BE VERY BUMPY — PiQ (@PiQSuite) …
The Department of Government Efficiency led by Elon Musk has blocked a 52 million dollar payment to the World Economic Forum sparking cheers from fiscal hawks and outrage from globalists. The decision aligns with President Trump’s pledge to curb funding for international bodies he deems wasteful or hostile to U.S. …
